ARTISAN PARTNERS LIMITED PARTNERSHIP Information

875 E WISCONSIN AVE, MILWAUKEE, Wisconsin, 53202, (414) 390-6100

Report Date: 09/30/2014

Position Statistics

Total Positions 396
New Positions 36
Increased Positions 149
Decreased Positions 244
Positions with Activity 393
Sold Out Positions 29
Total Mkt Value (in $ millions) 58,012

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.18%
Capital Goods 5.16%
Conglomerates 0.09%
Consumer Cyclical 3.46%
Consumer/Non-Cyclical 2.13%
Energy 6.41%
Financial 17.63%
Healthcare 9.96%
Services 17.84%
Technology 32.29%
Transportation 0.75%
Utilities 1.54%

396 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR -161,883 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS 63,701 5,828 10.07 1,052,036
BRADY CORP CL A 1,712 -9,233 (84.36) 63,300
COGNIZANT TECHNOLOGY SOLUTIONS CL A 346,536 346,536 New 6,182,080
COMCAST CORP NEW CL A 28,432 14,614 105.76 504,923
COPA HOLDINGS SA CL A 10,435 3,587 52.37 94,138
DREAMWORKS ANIMATION SKG INC CL A 28,908 -11,617 (28.67) 1,469,648
FACEBOOK INC CL A 99,382 5,862 6.27 1,276,906
GOOGLE INC CL A 271,847 9,893 3.78 501,609
IHS INC CL A 888,445 -2,152 (0.24) 7,669,590
INGRAM MICRO INC CL A 49,842 -126,363 (71.71) 1,935,615
LEXMARK INTL NEW CL A 19,367 -133,956 (87.37) 502,773
MANNING & NAPIER INC CL A 4,660 2,035 77.56 379,760
MASTERCARD INC CL A 349,795 4,650 1.35 4,144,985
NACCO INDS INC CL A 16,989 6,130 56.45 292,212
NEUSTAR INC CL A 130,943 -4,620 (3.41) 4,689,948
NOODLES & CO CL A 31,503 -1,553 (4.7) 1,192,838
PANERA BREAD CO CL A 139,548 139,548 New 819,183
RALPH LAUREN CORP CL A -96,546 Sold Out 0
SCHNITZER STL INDS CL A 26,155 -6,962 (21.02) 1,559,648


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